DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,787,227 | +56.1% | 160,069 | +48.9% | 0.21% | +23.4% |
| Q3 2023 | $2,425,873 | -4.5% | 107,482 | -0.7% | 0.17% | -5.5% |
| Q2 2023 | $2,540,513 | +745.9% | 108,291 | +691.4% | 0.18% | +570.4% |
| Q4 2022 | $300,332 | -20.1% | 13,683 | -26.9% | 0.03% | -38.6% |
| Q3 2022 | $376,000 | -27.4% | 18,707 | -16.3% | 0.04% | -29.0% |
| Q2 2022 | $518,000 | -32.5% | 22,351 | -23.5% | 0.06% | -42.6% |
| Q1 2022 | $767,000 | +19.3% | 29,221 | +24.3% | 0.11% | +31.7% |
| Q4 2021 | $643,000 | -5.9% | 23,516 | -6.4% | 0.08% | +46.4% |
| Q3 2021 | $683,000 | – | 25,119 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 179,760 | $4,717,000 | 14.13% |
| Relaxing Retirement Coach | 494,037 | $12,964,000 | 6.65% |
| AWM CAPITAL, LLC | 363,863 | $9,548,000 | 5.88% |
| Chico Wealth RIA | 269,586 | $7,074,000 | 5.67% |
| Shore Point Advisors, LLC | 243,165 | $6,381,000 | 5.54% |
| Aquire Wealth Advisors, LLC | 356,043 | $9,343,000 | 4.98% |
| Midwest Heritage Bank, FSB | 235,740 | $6,186,000 | 4.85% |
| PBMares Wealth Management LLC | 197,803 | $5,190,000 | 3.20% |
| Moisand Fitzgerald Tamayo, LLC | 238,521 | $6,259,000 | 2.85% |
| Adams Chetwood Wealth Management LLC | 158,331 | $4,155,000 | 2.36% |